Sales Representative, Wealth Management Products

You are unique, just like your background, experience, and way of thinking. Here, we encourage and motivate you to give your best, and we provide you with the means to do so. You will work with dynamic colleagues – experts in their field – who are eager to share their knowledge with you. You will have inspiring managers who will help you develop your potential and reach new heights. Every day, you will have new opportunities to make our Clients' lives brighter – they are at the heart of everything we do. Discover how you can make a difference in the lives of people, families, and communities – here and around the world.

The Individual and Placement Unit represents nearly 30% of Sun Life Financial's global revenue and over 50% of Canadian revenue. We are one of the leading providers of life insurance, health insurance, and wealth management products in the Canadian market.

Main Responsibilities

• Generate sales and identify potential clients through phone calls and emails.
• Add regional information to the Customer Relationship Management (CRM) database and use it to plan activities with advisors and establish priorities.
• Participate in national and regional meetings and project lead meetings to share information and actively engage in sales workshops.
• Organize telephone conferences and webcasts on products and practice management.
• Help intermediaries segment clients and develop a business plan aimed at increasing sales by advisors in the region.
• Visit branches, attend conferences, and participate in activities offered to advisors in the regions to build relationships with advisors (2 to 4 times per year).
• Collaborate with Wealth Management Product Sales Directors (intermediaries) and a Regional Sales Assistant (administrative coordinator) to generate sales through the OCRCVM, ACCFM, and AGP placement networks.
• Call advisors daily to build relationships, provide market information, and increase sales of Sun Life wealth management solutions.
• Assist advisors and insurance specialists in relation to Sun Life solutions, business growth practices, and competitor analysis.

Qualifications Needed to Succeed

• Bachelor's degree or higher, preferably in business, finance, or administration
• IFIC certification or Canadian Securities Course or equivalent title in the financial services sector, such as Pl. Fin./CFP, CIM, or Chartered Financial Analyst (CFA), an asset
• At least 3 years of sales experience; experience in the financial services sector
• Excellent sales skills; entrepreneurial mindset
• Passion for market analysis and understanding
• Ability to establish credibility and make contacts by phone with clients
• Excellent communication and listening skills combined with the ability to present complex financial concepts simply
• Ability to organize and implement sales plans and establish priorities within these plans, while working as a team
• Professional attitude and ethics
• Bilingualism (French, English, both oral and written) is necessary due to frequent interactions with internal colleagues or partners who are bilingual at the Canadian or global level

Benefits for You

• We are proud to have been recognized as one of the best workplaces in the country in 2026 according to Great Place to Work® Canada
• Benefits cards from your first day to meet your needs and those of your family
• Retirement, share ownership, and savings programs to help you build and improve your future financial security
• Wellness programs that support the three pillars of your health – mental, physical, and financial
• Diverse career paths and excellent networking opportunities
• Remuneration for this position includes a competitive base salary and commissions.
• LI-MS

The base salary scale is for the main location of the advertised position. It may vary according to the location of the selected candidate and other factors. In addition to the base salary, eligible Sun Life employees participate in various incentive remuneration programs, the amount of which is discretionary and depends on the employee's performance and the company's performance. Some sales positions participate in incentive remuneration programs based on individual or group sales results.

Diversity and inclusion have been at the heart of Sun Life's values for a long time. We believe that a diverse workforce, with varied perspectives and creative ideas, is beneficial to our Clients, the communities where we operate, and to us all, as colleagues. We welcome applications from qualified individuals from all backgrounds with enthusiasm.

People with disabilities who need accommodations to submit their application and those who need to consult job postings in another format can send their request to ... .

We are proud to be a hybrid organization that offers employees the choice and flexibility to work in the office or remotely, according to the needs of the company, the Clients, and your own needs! We offer several work options according to the requirements of the position and individual needs. Do not hesitate to discuss this during the selection process.

We may use artificial intelligence to support candidate search, pre-selection, and interview scheduling.

We thank all individuals who have expressed interest in this position. We will only communicate with those selected for an interview.

Salary Scale: 58,000/58 000 – 93,000/93 000

Employment Category: Sales – SIP

Job Posting End Date: 03/08/2026